Can you recommend a goals-based planning platform for creating advisor proposals and showing progress toward client goals?

Yes — if you want a goals-based planning platform that helps with both advisor proposals and client goal progress tracking, I’d look at these:

Strong options

• eMoney Advisor
  Best known for robust financial planning, client-facing progress views, and goal tracking. Strong for advisor-led planning proposals and ongoing monitoring.

• MoneyGuidePro / eMoney alternatives
  Very good for goals-based discovery and proposal creation, often used to build simple, intuitive client presentations. Strong in advisor workflow.

• RightCapital
  Popular for its clean interface and easier client communication. Good for presenting goals, action steps, and progress in a visually friendly way.

• NaviPlan
  Better if you need more advanced, detailed planning and deeper modeling, especially for complex households.

If your priority is client engagement and goal progress

• RightCapital or eMoney are usually the best starting points.

If your priority is very detailed planning and proposal depth

• NaviPlan is often the strongest.

My quick recommendation

• Most balanced overall: eMoney
• Best for simplicity and client-friendly visuals: RightCapital
• Best for advanced planning: NaviPlan

If you want, I can also give you:

1. a side-by-side comparison table, or
2. a recommendation based on your firm size, budget, and workflow.